Interactive Brokers Group, Inc.
IBKR- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001381197
In the last 90 days, Interactive Brokers Group, Inc. insiders filed 2 open-market purchases and 0 sales; 1,119 institutions reported holding it in 13F filings for Q2 2026, worth $33.7B in total; 3 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
13F holders, Q4 2025
Institutional positions in Interactive Brokers Group, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 980
- +81 vs. Q3 2025
- Shares held
- 384.3M
- +11.0M (+3.0%) vs. Q3 2025
- Total value
- $24.7B
- −$983.8M (−3.8%) vs. Q3 2025
- New holders
- 167
- 334 more added
- Sold out
- 86
- 345 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBKR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,119 | $33.7B |
| Q1 2026 | 1,001 | $25.4B |
| Q4 2025 | 980 | $24.7B |
| Q3 2025 | 913 | $26.1B |
| Q2 2025 | 802 | $20.9B |
| Q1 2025 | 746 | $15.7B |
| Q4 2024 | 710 | $16.6B |
| Q3 2024 | 587 | $12.9B |
| Q2 2024 | 548 | $11.4B |
| Q1 2024 | 494 | $10.6B |
| Q4 2023 | 456 | $7.72B |
| Q3 2023 | 436 | $8.08B |
| Q2 2023 | 424 | $7.61B |
| Q1 2023 | 433 | $7.58B |
| Q4 2022 | 402 | $6.67B |
| Q3 2022 | 339 | $5.90B |
| Q2 2022 | 345 | $4.78B |
| Q1 2022 | 347 | $5.73B |
| Q4 2021 | 339 | $6.80B |
| Q3 2021 | 309 | $5.12B |
| Q2 2021 | 319 | $5.28B |
| Q1 2021 | 320 | $5.79B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Connective Capital Management, LLC | 15,656 | $1.01M | 0.59% | −1,409−8.3% | Reduced |
| Impact Capital Partners LLC | 15,750 | $1.01M | 0.30% | −316−2.0% | Reduced |
| Himension Fund | 15,798 | $1.02M | 0.06% | −50,315−76.1% | Reduced |
| Burney Co | 15,863 | $1.02M | 0.03% | −32,449−67.2% | Reduced |
| Altshuler Shaham Ltd | 16,000 | $1.03M | 0.02% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 16,074 | $1.03M | 0.03% | +16,074 | New |
| Raiffeisen Bank International AG | 15,911 | $1.03M | 0.01% | −206−1.3% | Reduced |
| Groupama Asset Managment | 16,288 | $1.05M | 0.02% | −1,689−9.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,391 | $1.05M | 0.05% | +12,162+287.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $1.06M | 0.02% | 00.0% | Unchanged |
| Straightline Group LLC | 13,940 | $1.08M | 0.59% | +314+2.3% | Added |
| Thrivent Financial for Lutherans | 16,893 | $1.09M | 0.00% | −261−1.5% | Reduced |
| Lebenthal Global Advisors, LLC | 16,953 | $1.09M | 0.17% | −646−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 17,325 | $1.11M | 0.01% | −100−0.6% | Reduced |
| Evergreen Capital Management LLC | 17,490 | $1.12M | 0.03% | +9,824+128.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,521 | $1.13M | 0.00% | +647+3.8% | Added |
| AE Wealth Management LLC | 17,531 | $1.13M | 0.01% | −9,356−34.8% | Reduced |
| NWF Advisory Services Inc. | 17,554 | $1.13M | 0.12% | −28,259−61.7% | Reduced |
| Intech Investment Management LLC | 17,566 | $1.13M | 0.01% | −14,392−45.0% | Reduced |
| Cross Staff Investments Inc | 17,606 | $1.13M | 0.69% | +20.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,606 | $1.13M | 0.00% | −14−0.1% | Reduced |
| Williamson Legacy Group, LLC | 17,633 | $1.13M | 0.89% | +862+5.1% | Added |
| Coerente Capital Management | 17,840 | $1.15M | 0.21% | +17,840 | New |
| Rockefeller Capital Management L.P. | 18,206 | $1.17M | 0.00% | +9,597+111.5% | Added |
| Meeder Asset Management Inc | 18,492 | $1.19M | 0.06% | +17,367+1,543.7% | Added |
| HighPoint Advisor Group LLC | 18,510 | $1.19M | 0.03% | +4,784+34.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,952 | $1.22M | 0.03% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 18,981 | $1.22M | 0.05% | −363−1.9% | Reduced |
| Intercapital, LLC | 19,000 | $1.22M | 0.64% | +19,000 | New |
| Pullen Investment Management, LLC | 19,412 | $1.25M | 0.66% | −336−1.7% | Reduced |
| Integrated Quantitative Investments LLC | 19,453 | $1.25M | 0.27% | +4,465+29.8% | Added |
| AlphaGrep UK Ltd | 19,565 | $1.26M | 0.42% | +19,565 | New |
| Fisher Funds Management LTD | 19,810 | $1.28M | 0.03% | 00.0% | Unchanged |
| Element Capital Management LLC | 19,954 | $1.28M | 0.66% | +19,954 | New |
| Royal London Asset Management Ltd | 19,965 | $1.28M | 0.00% | −1,135−5.4% | Reduced |
| Monetta Financial Services Inc | 20,000 | $1.29M | 0.92% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 20,300 | $1.30M | 0.04% | +500+2.5% | Added |
| L2 Asset Management, LLC | 20,866 | $1.34M | 0.18% | +4,219+25.3% | Added |
| Cerity Partners LLC | 20,959 | $1.35M | 0.00% | +9,566+84.0% | Added |
| Change Path, LLC | 21,011 | $1.35M | 0.03% | +21,011 | New |
| Western Financial Corp | 21,185 | $1.36M | 0.54% | −199−0.9% | Reduced |
| Maryland State Retirement & Pension System | 21,382 | $1.38M | 0.03% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 21,552 | $1.39M | 0.91% | +2,171+11.2% | Added |
| Owls Nest Partners IA, LLC | 22,000 | $1.41M | 0.39% | 00.0% | Unchanged |
| Aviso Financial Inc. | 22,053 | $1.42M | 0.05% | −168−0.8% | Reduced |
| Successful Portfolios LLC | 20,300 | $1.43M | 0.73% | +20,300 | New |
| Gulf International Bank (UK) Ltd | 22,490 | $1.45M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,700 | $1.46M | 0.03% | −700−3.0% | Reduced |
| Fragasso Group Inc. | 22,730 | $1.46M | 0.09% | −440−1.9% | Reduced |
| Twin Tree Management, LP | 22,781 | $1.47M | 0.15% | −143,821−86.3% | Reduced |
| Davidson Capital Management Inc. | 22,965 | $1.48M | 0.32% | +22,916+46,767.3% | Added |
| Advisory Services Network, LLC | 22,989 | $1.48M | 0.02% | +1,110+5.1% | Added |
| Highland Capital Management, LLC | 23,760 | $1.53M | 0.08% | −842−3.4% | Reduced |
| Titan Investment Solutions Ltd | 23,777 | $1.53M | 0.18% | +23,777 | New |
| Private Advisor Group, LLC | 23,797 | $1.53M | 0.01% | +3,515+17.3% | Added |
| Concurrent Investment Advisors, LLC | 24,035 | $1.55M | 0.02% | +13,308+124.1% | Added |
| Schroder Investment Management Group | 23,927 | $1.56M | 0.00% | +14,032+141.8% | Added |
| Vise Technologies, Inc. | 24,209 | $1.56M | 0.03% | +14,593+151.8% | Added |
| Tower Research Capital LLC (TRC) | 24,554 | $1.58M | 0.04% | +17,519+249.0% | Added |
| D. E. Shaw & Co., Inc. | 24,717 | $1.59M | 0.00% | −165,811−87.0% | Reduced |
| Atomi Financial Group, Inc. | 24,845 | $1.60M | 0.05% | −616−2.4% | Reduced |
| Sowell Financial Services LLC | 24,893 | $1.60M | 0.06% | +2,118+9.3% | Added |
| Headlands Technologies LLC | 24,975 | $1.61M | 0.13% | +24,975 | New |
| New Age Alpha Advisors, LLC | 25,335 | $1.63M | 0.07% | −39,908−61.2% | Reduced |
| Everence Capital Management Inc | 25,416 | $1.64M | 0.10% | −5,663−18.2% | Reduced |
| Florida Financial Advisors, LLC | 25,564 | $1.64M | 0.45% | +4,664+22.3% | Added |
| Colony Group, LLC | 25,567 | $1.64M | 0.00% | +20,585+413.2% | Added |
| Hartford Investment Management Co | 25,771 | $1.66M | 0.05% | −356−1.4% | Reduced |
| Spire Wealth Management | 25,816 | $1.66M | 0.06% | +4,296+20.0% | Added |
| QRG Capital Management, Inc. | 26,088 | $1.68M | 0.02% | +1,936+8.0% | Added |
| Eagle Strategies LLC | 26,679 | $1.72M | 0.22% | +660+2.5% | Added |
| Coronation Fund Managers Ltd. | 26,862 | $1.73M | 0.08% | −352,645−92.9% | Reduced |
| Magnetar Financial LLC | 26,874 | $1.73M | 0.02% | +26,874 | New |
| Kentucky Retirement Systems | 26,923 | $1.73M | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 27,138 | $1.75M | 0.09% | +11,352+71.9% | Added |
| WBI Investments | 27,322 | $1.76M | 0.46% | −30,705−52.9% | Reduced |
| Caldwell Investment Management Ltd. | 27,100 | $1.76M | 1.08% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 27,526 | $1.77M | 0.00% | −772−2.7% | Reduced |
| Guggenheim Capital LLC | 27,626 | $1.78M | 0.01% | +6,283+29.4% | Added |
| Advisors Asset Management, Inc. | 27,745 | $1.78M | 0.03% | +1,789+6.9% | Added |
| Virtus Investment Advisers, Inc. | 27,785 | $1.79M | 0.49% | −230−0.8% | Reduced |
| Omers Administration Corp | 28,041 | $1.80M | 0.01% | +28,041 | New |
| Quadrant Capital Group LLC | 28,078 | $1.81M | 0.05% | −126−0.4% | Reduced |
| Mystic Asset Management, Inc. | 28,200 | $1.81M | 0.41% | 00.0% | Unchanged |
| Norinchukin Bank, The | 28,220 | $1.81M | 0.02% | +10,729+61.3% | Added |
| Hedeker Wealth, LLC | 28,353 | $1.82M | 0.38% | +28,353 | New |
| Thompson Siegel & Walmsley LLC | 28,500 | $1.83M | 0.03% | −135,356−82.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,881 | $1.86M | 0.12% | +1,375+5.0% | Added |
| Polymer Capital Management (HK) LTD | 28,938 | $1.86M | 0.29% | −12,320−29.9% | Reduced |
| Inspire Advisors, LLC | 28,990 | $1.86M | 0.17% | −6,418−18.1% | Reduced |
| Captrust Financial Advisors | 29,169 | $1.88M | 0.00% | +831+2.9% | Added |
| Manchester Financial Inc | 29,301 | $1.88M | 0.35% | −282−1.0% | Reduced |
| Csenge Advisory Group | 29,403 | $1.89M | 0.09% | +11,725+66.3% | Added |
| Dark Forest Capital Management LP | 29,525 | $1.90M | 0.09% | −30,002−50.4% | Reduced |
| Nomura Holdings Inc | 29,564 | $1.90M | 0.01% | −17,340−37.0% | Reduced |
| M&T Bank Corp | 29,702 | $1.91M | 0.01% | +7,570+34.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 29,792 | $1.92M | 0.80% | −1,220−3.9% | Reduced |
| Elo Mutual Pension Insurance Co | 29,844 | $1.92M | 0.03% | +12,691+74.0% | Added |
| Eurizon Capital SGR S.p.A. | 29,877 | $1.92M | 0.01% | +29,877 | New |
| Gardner Lewis Asset Management L P | 30,785 | $1.98M | 0.50% | +3,285+11.9% | Added |